sentix Survey results (23-2025)

Written by Manfred Hübner | 08 June 2025
Posted in sentix Weekly

The lack of optimism in equities is remarkable

Although stock markets are performing robustly, there is still a considerable lack of optimism. Investors appear unsettled in the short term, while scepticism remains prevalent in the medium term. In contrast, we are detecting an almost euphoric mood in the silver market, which is coming at a bad time of year.

Further results

• Japan: Equity bias weakens, yen bias also weakens
• Silver: Critical data situation in a seasonally difficult period
• sentix economic index: Tuesday, 10.06.2025 at 10:30 CEST

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The German economy is gearing up

Written by Patrick Hussy | 08 June 2025
Posted in sentix Economic News

The German economy is gearing up

There are signs of an upturn for the economy in the eurozone and Germany in June. The overall index for Euroland climbed by 8.3 points to +0.2 points. The increase of +10.5 points in the expected values in particular gives cause for hope. Euroland is benefiting from a recovery in Germany. The increase in the sentix economic indices is even stronger there. Expectations rose by +12.0 points to +17.5 points, while the assessment of the current situation rose for the fourth time in a row. The overall index for Germany is at its highest level since March 2022! The shock is also slowly subsiding in the USA: The current situation assessment for the US economy in particular is rising sharply. Overall, the global economy is breathing a sigh of relief, even if the negative impetus following the US tariff shock has not yet been fully absorbed globally.

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sentix Survey results (22-2025)

Written by Patrick Hussy | 01 June 2025
Posted in sentix Weekly

Tariff chaos causes major investor irritation

The withdrawal of the US tariffs by a US court and the same-day revision by the next legal instance is causing irritation among investors and a continuing loss of confidence in US assets. This is particularly evident in currencies: the strategic bias in the USD/JPY currency pair has reached a 19-year low! Gold and silver remain sought after as escape vehicles, but will have to deal with weak seasonality in June.

Further results

• Bonds: US bonds as relative loser
• Precious metals: Positive setup, but weak seasonality
• Currencies: The greenback on the offside

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sentix Survey results (21-2025)

Written by Patrick Hussy | 25 May 2025
Posted in sentix Weekly

Move away from US assets continues

Trump is back with his tariff hammer and spooking investors. The reaction pattern shows an unabated move away from US assets. This can be observed in equities, bonds and the currency market: The strategic bias in EUR/USD, for example, is rising significantly, reflecting a strong aversion to the greenback. On the other hand, the flight to safe havens favours precious metals. Gold and silver are making a statement.

Further results

• Bonds: Next round of withdrawal of confidence
• Precious metals: What a statement
• sentix investor positioning in equities and bonds

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The dust is settling

Written by Manfred Hübner | 05 May 2025
Posted in sentix Economic News

One month after the massive shock that rocked investors due to US tariff policy and sent sentix economic data in-to free fall, the dust is settling. Investors are revising their economic assessments, in some cases significantly. The data on the eurozone economy could be described as ‘a rollback after the rollback’. Investors are acknowledging the calm response to US tariffs so far. Both the current situation and expectations are showing signs of recovery. The main victims of Trump's tariff policy are the US economy and, to some extent, the economies of China and Switzerland. However, the period of uncertainty is probably not over yet.

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